Tax Manager - Partnerships

Overview

This role supports partnership clients by facilitating reviews of complex tax returns and providing tax consulting services. Responsibilities include planning and delivering tax projects, advising on partnership agreements and IRC 704b accounts, researching Sub-chapter K partnership tax matters, and managing client communications and engagement teams.

Responsibilities

• Facilitate primary reviews of complex tax returns and provide tax consulting services for partnership clients
• Evaluate the tax aspects of partnership agreements and manage the client’s Internal Revenue Code (IRC) 704b accounts
• Plan, execute, direct, and complete tax projects across a wide variety of industries
• Provide innovative tax planning, consulting, and compliance expertise
• Market, sell, design, and implement tax-planning strategies for clients and manage to budget
• Manage, develop, train, and mentor staff on tax projects; assess performance for engagement and year-end performance reviews
• Research and consult on various tax matters, primarily in Sub-chapter K (Partnership taxation)
• Utilize tax-related software to prepare and process returns and to conduct tax research
• Respond to inquiries from the IRS and other tax authorities
• Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships

Requirements

• Bachelor’s degree in Accounting, or other related field
• CPA or licensed member of the Bar
• 5+ years of progressive tax compliance and and/or tax consulting experience in public accounting, or a combination of industry and public accounting experience
• Excellent analytical, technical, and tax accounting/technology skills, including partnership returns, joint venture and non-corporate entity tax returns, and understanding of Sub-chapter K partnership taxation
• Exceptional client service and communication skills, with a demonstrated ability to develop and maintain outstanding client relationships
• Strong leadership, recruiting, training, coaching, and mentoring skills, with excellent written, interpersonal, and presentation skills
• Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment
• Ability to travel up to 25%

Preferred Qualifications

Not specified.

Compensation & Benefits

• Estimated pay range: $107,000 to $144,000
• Compensation within the range is determined by factors including location, skills, experience, training, licensure and certifications, business needs, and applicable employment laws.
• Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on factors including individual and firm performance.

Benefits highlights include:

• 8 health plan options (both HMO & PPO), plus dental and vision coverage
• Opportunity to enroll in an HSA with potential employer contribution
• Employee Assistance Program
• Firm-sponsored basic life and short- and long-term disability coverage
• 401(k) savings plan & profit share, including firm matching contribution
• Well-being incentive
• Education & certification assistance
• Flexible time off
• Family care leave, parental leave, and family formation benefits
• Cell phone reimbursement and travel rewards

Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.

Eligibility for benefits programs is dependent on annual hours expectation, position status/level, and location.

Location

Not specified.

Equal Opportunity & Accommodations

• Equal opportunity/affirmative action employer. Candidates will receive consideration without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
• Reasonable accommodations are available for people with disabilities who require assistance completing an application, interview, or participation in the recruiting process.